Economy March 24, 2026

BYD Triples EU Deliveries in Jan-Feb 2026 as BEVs Reach 18.8% Market Share

ACEA data show BYD posted a 179.2% surge in registrations while battery-electric vehicles continued double-digit growth despite a slight overall market dip

By Ajmal Hussain
BYD Triples EU Deliveries in Jan-Feb 2026 as BEVs Reach 18.8% Market Share

Chinese automaker BYD registered 29,291 vehicles in the European Union during January-February 2026, a 179.2% increase from the same period a year earlier, according to European Automobile Manufacturers' Association (ACEA) figures. Battery-electric vehicles accounted for 312,369 registrations and 18.8% market share as total EU new car registrations edged down 1.2% to 1,664,680 units.

Key Points

  • BYD more than tripled EU registrations in Jan-Feb 2026 to 29,291 units, a 179.2% increase from 10,491 a year earlier - impacts automotive and EV sectors.
  • Battery-electric vehicles reached 312,369 registrations (18.8% share), up 22.3% year-on-year - relevant to energy transition and automotive supply chains.
  • Overall EU new car registrations fell 1.2% to 1,664,680 units; hybrids remain the largest segment at 643,898 units (38.7%) - affects manufacturers and retail markets.

Chinese automaker BYD more than tripled its European Union registrations in the first two months of 2026, ACEA data show. The company recorded 29,291 registrations in January-February, up 179.2% from 10,491 a year earlier, making BYD a clear standout in an otherwise soft market.

Overall new car registrations across the EU declined 1.2% year-on-year to 1,664,680 units in the two-month period.

Electric vehicle trends

Battery-electric vehicles (BEVs) continued to expand their footprint. BEVs accounted for 312,369 registrations, a 22.3% increase from 255,463 in the same period of 2025, and represented 18.8% of the market compared with 15.2% a year earlier.

Hybrid-electric vehicles remained the most-registered powertrain, totaling 643,898 units and representing 38.7% of new-car registrations.

Plug-in hybrid vehicles (PHEVs) also increased their share, reaching 162,751 units or 9.8% of registrations, up from 7.4% a year earlier. Growth in PHEV volumes was particularly pronounced in several markets: Italy saw volumes more than double at 116.1%, Spain rose 71.5%, and Germany increased 23.8%.

Fossil fuel vehicle share and country-level movements

The combined share of petrol and diesel vehicles fell to 30.6% from 38.7% a year earlier. Petrol registrations dropped 23.3% to 374,774 units, while diesel registrations declined 17.7%, together accounting for 8.1% of new registrations.

Among the four largest EU markets for BEVs, which together represent 61% of BEV registrations, performance varied. France recorded a 38.5% rise, Germany a 26.3% increase, while the Netherlands declined 34.9% and Belgium fell 11%.

Petrol registrations contracted sharply in several major markets. France posted the steepest decline at 48.5%, followed by Germany at 22.8%, Spain at 20.8% and Italy at 18.6%.

Manufacturer performance

Among major manufacturer groups, Stellantis delivered the strongest growth, rising 9.5% to 304,251 units. Volkswagen Group remained the market leader with a 27% share but slipped 0.7% to 449,294 units. Renault Group fell 16.1% to 161,262 units, with Dacia down 30.9%.

Tesla increased registrations by 16.7% to 20,941 units. SAIC Motor rose 6.6% to 32,214 units. Jaguar recorded zero registrations in January-February 2026, compared with 446 a year earlier, reflecting the British brand's model transition.


The ACEA data portray a market where electrified powertrains continue to gain ground even as total registrations slightly retreat, and where individual manufacturers and national markets display divergent trajectories.

Risks

  • Overall registrations edged lower (-1.2%), indicating potential near-term weakness in automotive demand that could affect manufacturers and dealers.
  • Declines in petrol registrations (down 23.3%) and varied country-level BEV performance (e.g., Netherlands down 34.9%) suggest uneven adoption that may complicate market planning for OEMs and suppliers.
  • Manufacturer-level declines for some groups, such as Renault Group (-16.1%) and Dacia (-30.9%), highlight competitive and product-transition risks within the auto sector.

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